Associate Portfolio Manager

6 days ago

Miami, United States FirstBank Full time

Essential Responsibilities:

• Provide Service to all commercial loan customers pertaining to any inquiries and resolve any issues analyzes data, executes response and determine conclusion of request

• Prepare letters and memos related to account & loan issues by determining course of action execution based on bank guidelines.

• Respond to all correspondence and daily e-mails on a timely basis to ensure responses are handle to the benefit of the customer and bank under standard practices and procedures

• Oversee Commercial Portfolio Charge Backs, Large Items, Non-Post & Positive Pay on timely manner to resolve solutions within the allowed time based on standard practices and instruction

• Oversee appointments & reports to exchange information with loan officers routinely to manage closings and day to day activity within the allowed targets. Meetings should be set up weekly.

• Review Commercial Loan Application to determine if HMDA reportable for accurate reporting purposes.

• Review approved CAM to determine the required documentation and prepare the file for closing

• Order Phase I Environmental & Appraisal Engagement, prepare tickets for any fees POC

• Determine and provide all Closing Fees & Escrow Figures to be collected at closing, prepare disclosures to be signed at closing

• Oversee Document Checklist to reflect received and pending items for closing. Coordinate with Commercial Banking Officer & customer to satisfy remaining Pre-Closing Conditions to close

• Perform Site Inspections, obtain current insurance and property taxes

• Monitor & collect payment on Past Due loans

Oversee Applications for Advance, payoff request, auto debit request, loan & account maintenance and Loan Payments


Minimum Requirements:

A formal training in banking products and/or processing new accounts and, at least 3 years of experience in a similar job is required or equivalent combination of education and experience sufficient to successfully perform the essential functions of the job is required.



First Bank Florida is a proud to be an Equal Employment Opportunity Employer and takes affirmative action to employ Women, Protected Veterans, People with Disabilities and Minorities regardless of gender identity, sexual orientation, and any other legally protected status.

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